WavePod Logo

wavePod

Swift Chats in the Financial Services Industry cover

Swift Chats in the Financial Services Industry

Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations. Learn more at https://www.ImpactCommunications.org
83 episodes

Episodes

Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP®

00:18:0210/23/2024

AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell

00:15:569/23/2024

Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa

00:14:259/9/2024

Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman

00:38:027/23/2024

Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney

00:34:466/28/2024

Unveiling Extraordinary Lives with Jane Wollman Rusoff

00:15:045/15/2024

Leadership Is What You Do with Steve Atkinson

00:29:324/1/2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II

00:34:163/5/2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I

00:38:152/27/2024

Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

00:13:302/14/2024